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Portfolio (Quarterly) Guide ↗

RiverGlades Family Offices LLC

· CIK 0001619779
13F Portfolio $170M AUM 87 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 4 New 34 Added 23 Reduced 8 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OKE ONEOK INC NEW Energy 8,400.0 $759K 0.45% +2K +21.7% $90.39 +4.0%
22 XLB SELECT SECTOR SPDR TR 12,933.0 $646K 0.38% +7K +123.6% $49.97 +0.6%
23 VCIT VANGUARD SCOTTSDALE FDS 7,062.0 $584K 0.34% +178.0 +2.6% $82.75 -0.6%
24 PM PHILIP MORRIS INTL INC Consumer Defensive 2,960.0 $489K 0.29% +500.0 +20.3% $165.34 +14.3%
25 NOW SERVICENOW INC Technology 4,300.0 $450K 0.26% +4K +805.3% $104.55 -2.3%
26 AJG GALLAGHER ARTHUR J & CO Financial Services 2,057.0 $445K 0.26% +45.0 +2.2% $216.53 -5.4%
27 AVGO BROADCOM INC Technology 1,400.0 $433K 0.26% +90.0 +6.9% $309.51 +33.8%
28 ET ENERGY TRANSFER L P Energy 21,000.0 $405K 0.24% +3K +17.6% $19.30 +4.0%
29 LPLA LPL FINL HLDGS INC Financial Services 1,300.0 $391K 0.23% +100.0 +8.3% $300.83 -5.0%
30 AON AON PLC Financial Services 1,100.0 $355K 0.21% +200.0 +22.2% $322.78 +0.6%
31 VNQ VANGUARD INDEX FDS 3,904.0 $346K 0.20% +55.0 +1.4% $88.70 +9.1%
32 XLU SELECT SECTOR SPDR TR 6,815.0 $313K 0.18% +3K +99.0% $45.89 -1.2%
33 FTDR FRONTDOOR INC Consumer Cyclical 5,500.0 $291K 0.17% +2K +37.5% $52.86 +16.0%
34 ONDS ONDAS INC Technology 22,100.0 $200K 0.12% +7K +43.5% $9.04 +0.2%
Page 2 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.2%
Technology 18.4%
Energy 13.6%
Industrials 6.4%
Communication Services 6.1%
Basic Materials 5.0%
Consumer Cyclical 3.0%
Consumer Defensive 2.6%
Healthcare 1.6%